IMPACT INVESTOR INSIGHTS

Market Rebound From Worst Start in History?

Market Rebound From Worst Start in History?

Not Out of the Woods Yet! The first quarter of 2016 was anything but boring. Fears of potential recession caused U.S. stocks to fall more than 10% in just the first 10 days of the new year. By quarter- end, U.S. stocks bounced back into positive territory as the...

Career Management for Millennials

Career Management for Millennials

Running those calories off! If anyone has watched SNL’s skit “The Millennials”, they’ll know the gag runs on the stereotype of spoiled young adults spending their time texting and traveling instead of working. The joke appears to be further bolstered by the fact that...

Market Outlook 2016

Market Outlook 2016

In addition to protecting from downside risks, managing portfolios involves constantly looking for opportunities to shift assets into undervalued positions. Looking forward, here are some of the areas we see may yield such opportunities: China: The nascent, volatile...

The Great Panic of 2016

The Great Panic of 2016

Wo​​w! There’s no diplomatic way to say this: the global stock markets are in panic mode right now. In two weeks of trading, the U.S. S&P 500 index is down 8% on the year, which brings us close to correction territory (a 10% decline), and has some predicting a...

10 Strategies in a Volatile Market

10 Strategies in a Volatile Market

Since late August there has been a significant sell-off in the stock market and as this post is being written, the S&P 500 and DOW prices on Yahoo Finance reflect a drop of 13.7% and 12.6% respectively from their May highs. Given the sharp fall, we’d like to offer...

Californians ↓ $Billions in Fossil Fuel Stocks

Californians ↓ $Billions in Fossil Fuel Stocks

Is it Time to Review Your Own Energy Investments? In August the LA Times reported over $5 billion lost between CalPERS and CalSTRS respective portfolios due to the recent fall in oil and gas companies’ stock prices. A spokesperson from the investment firm which led...

Now’s the Time to Invest in SRI

Now’s the Time to Invest in SRI

We can imagine a time when our grandkids might say, ‘You mean you knowingly invested in companies that were polluting or using sweatshop labor?’ If you haven’t already moved your portfolio, here are THREE REASONS NOW'S THE TIME to consider Sustainable, Responsible,...

Investing in Gender Equality

Investing in Gender Equality

During her acceptance speech at the 2015 Academy Awards, actress Patricia Arquette spoke to the continued discrepancy in pay between Hollywood’s males and females. The move was likely spurred by the Sony hack of 2014 where confidential documents revealed stark...

Sierra Club – Impact Investors Speaker Series

Sierra Club – Impact Investors Speaker Series

Sierra Club San Diego is hosting a series of workshops featuring guest speaker Shane Yonston, Principal Advisor at Impact Investors, in order to educate the local environmental group’s 10,000+ members on the topic of Sustainable, Responsible, Impact Investing, or SRI....

Impact Report – Mutual Funds for Socially Responsible Investors

Impact Report – Mutual Funds for Socially Responsible Investors

New Firm = New Opportunities. Fidelity’s brokerage platform rivals major competitor when it comes to ImpactInvestors. After many hours of research this past quarter, we’ve determined that Fidelity’s brokerage platform for professional advisors, National Financial...

Climate Change & Fossil Fuels

Climate Change & Fossil Fuels

The Divestment Movement of the Century? Four panelists, leaders in their fields, talk about the push toward a clean economy. Their efforts include implementing local legislation, pushing CalPERS to divest from fossil fuels, challenging corporate boards of oil...

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